-42.6%
UPST vs VSAT
+77.5%
-120.1%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +16.3% | -14.6% | -2.1% |
| 7D | +4.4% | +0.4% | +4.1% | +3.5% |
| 30D | -7.7% | +3.3% | -11.0% | -9.4% |
| 3M | -28.4% | -7.5% | -21.0% | -28.3% |
| 6M | -23.2% | +6.2% | -29.4% | -28.2% |
| YTD | -49.1% | +115.8% | -164.9% | -64.7% |
| All | -42.6% | +77.5% | -120.1% | -59.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VSAT.
Daily Out/Under-Performance
Portfolio return minus VSAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSAT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VSAT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling